Oppenheimer Welcomes Joel Berry II and Expands North Carolina Private Client Team Focused on Advising Athletes
Rhea-AI Summary
Oppenheimer (NYSE: OPY) announced that former University of North Carolina basketball standout Joel Berry II has joined its Robinson Private Client Group in Winston-Salem, North Carolina as a Financial Advisor. The team, led by Tanner G. Robinson, advises high-net-worth clients, families, institutions and elite athletes.
According to Oppenheimer, the Robinson Private Client Group oversaw more than $6 billion in client assets as of June 30, 2026. Berry, who previously worked at Truist Financial and has extensive experience with professional and student-athletes, will focus on advising athletes, including those navigating the evolving Name, Image and Likeness (NIL) and revenue-sharing environment.
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Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Aug 24 | Public finance expansion | Positive | -0.2% | Senior hires and promotion expanded public finance capabilities and industry standing. |
| Aug 19 | Advisor development forum | Neutral | -2.6% | Annual forum focused on advisor development, technology, and future client service. |
| Jul 31 | Second-quarter earnings | Negative | -3.7% | Earnings growth was offset by legal accrual and higher compensation costs. |
| Jul 20 | Derivatives platform expansion | Positive | -0.8% | Seven senior hires expanded derivatives strategy, sales, trading, and technology. |
| May 01 | First-quarter earnings | Negative | -6.7% | Quarterly net loss reflected legal settlement and stock-based compensation expenses. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent reactions were negative across five events, including both personnel-expansion announcements and earnings releases.
Key Terms
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Addition Strengthens Robinson Private Client Group's Work with Athletes and Participants in the Evolving NIL Landscape
Led by Tanner G. Robinson, AIF®, CFP®, Managing Director and Financial Advisor, the team advises high-net-worth individuals and families, elite athletes, institutions and corporations. Its highly customized approach combines disciplined investment management with proactive financial planning and a high-touch service model. As of June 30, 2026, the Robinson Private Client Group advised on more than
Berry joins Oppenheimer after several years with Truist Financial and will help expand the Robinson Private Client Group's work with current and former athletes, including student-athletes navigating the evolving Name, Image and Likeness (NIL) and revenue-sharing landscape.
"We are pleased to welcome Joel to Oppenheimer," said Ed Harrington, Executive Vice President and Head of Oppenheimer's Private Client Division. "He has a clear vision for how he wants to serve clients and build his practice, and our job is to help him bring that vision to life. That means giving him the platform and resources needed to succeed."
During his career, Berry has worked closely with athletes, including professional players and high school and collegiate student-athletes adjusting to the financial opportunities created by NIL. His own experience in college and professional basketball gives him a firsthand understanding of the pressures, responsibilities and decisions that can come with athletic success.
Before entering wealth management, Berry was a four-year starter and team captain for the University of
"Joel brings real-world experience advising individuals, families and business owners, along with firsthand insight into the financial lives of athletes," Robinson said. "He understands how to build lasting relationships, ask the right questions and help clients make thoughtful decisions as their circumstances change. His perspective will strengthen our team and help us expand the range of people we serve."
Berry concluded, "My own career showed me how quickly life can change and how valuable it is to have trusted advice along the way. I bring that perspective to every client relationship, whether I am working with a family, a business owner or an athlete. Oppenheimer and the Robinson Private Client Group give me the resources and expertise to help people plan with confidence and make sound decisions about their future."
About Oppenheimer Holdings Inc.
Oppenheimer Holdings Inc., through its principal subsidiary Oppenheimer & Co. Inc. and related entities, provides a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, businesses and institutions. For more information, please visit www.oppenheimer.com.
Media Contact:
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Haven Tower Group LLC
424-317-4852
mdugan@haventower.com
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SOURCE Oppenheimer & Co. Inc.